A good story drives markets…

RPM Investments
By September 11, 2020 09:45

A good story drives markets…

Narratives, US election and CTAs

The US presidential election is less than two months away. As usual, many observers label this election as perhaps the most important one ever. This time, it might very well be true.

Many observers are also puzzled over what the Financial Times labelled “the rally of everything” during the summer – right in the middle of a rapidly expanding pandemic with very serious human and economic consequences.

Robert Shiller, Nobel laureate in Economics 2013, offers a fresh perspective on this in his latest book “Narrative Economics”: a good story, true or false, can drive markets and economic outcomes. Let’s have a short look at some of these stories, or narratives, that are spreading around the globe, just like the Coronavirus, and what they and the upcoming election might entail for CTAs.  

RPM Investments
By September 11, 2020 09:45

Search

Featured Events & Webinars

  1. T. Rowe Price – Webinar – What will a new era bring for Japan?

    October 7 @ 10:00 - 10:30

Twitter

"The greening of the #global economy presents significant opportunities to investors. However, investors and policymakers face a common challenge: How can green business activities be systematically identified, categorized …" -> https://www.opiniopro.com/2020/09/ftse-russell/sizing-the-green-economy-green-revenues-and-the-eu-taxonomy/ #eu #taxonomy

"A brief look at the past decade shows why investors cannot
completely relax during the summer vacation. Especially in
2011 and 2015 the stress-removing benefits of a nice holiday quickly ..." -> https://www.opiniopro.com/2020/09/dws/cio-view-investment-traffic-lights/ #return #stockmarket

"Many observers are also puzzled over what the Financial Times labelled “the rally of everything” during the summer – right in the middle of a rapidly expanding #pandemic with very serious human and economic consequences." -> https://www.opiniopro.com/2020/09/rpm-investments/a-good-story-drives-markets/ #uselections #cta

"#USElections: Investing Amid #Political #Risk" -> https://www.opiniopro.com/2020/09/state-street-global-advisors/us-elections-investing-amid-political-risk/

Load More...

Search on date

September 2020
M T W T F S S
 123456
78910111213
14151617181920
21222324252627
282930